CFC Planning Company’s Paychex PAYX Stock Holding History

CFC Planning Company’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,688	Closed	-$1.99M	–	112
2025 Q2	$1.99M	Buy	+13,688	New	+$2.06M	1.88%	24

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFC Planning Company's PAYX Position: Q3 2025 in Review

CFC Planning Company sold out of Paychex (PAYX) in Q3 2025, closing a stake of 13,688 shares — an estimated $1.99M sold.

CFC Planning Company first reported a position in PAYX in Q2 2025 and held it in 1 quarter. The position peaked at $1.99M in Q2 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

CFC Planning Company reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
CFC Planning Company sold 13,688 Paychex shares in Q3 2025, an estimated $1.99M.
CFC Planning Company first reported a position in Paychex in Q2 2025 and held it in 1 quarter.
CFC Planning Company's Paychex position peaked at $1.99M in Q2 2025.
1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on CFC Planning Company's 13F filing for Q3 2025, filed 29 Oct 2025.